AI Chips news and analysis on Web Pulse: 6926 curated articles tracking the latest AI Chips developments, tools, and research, updated continuously from vetted sources.
A new analysis from the AI Infrastructure Insight series argues that faster GPUs alone cannot deliver AI performance, citing a UC Berkeley, ICSI, and LBNL paper showing that over the past 20 years, peak FLOPS in server h…
Nvidia CEO Jensen Huang announced a $2 billion partnership with Coherent to expand a facility in Sherman, Texas, producing indium phosphide lasers for chip interconnects, creating roughly 1,000 jobs. Huang estimates AI i…
AMD's general manager of its data center GPU business, Andrew Dieckmann, said the company's first rack-scale AI system, Helios, is designed to challenge Nvidia's dominance by offering openness and customer choice, with p…
Maneshwar, the developer behind LiveReview, an AI code review tool, explains the differences between CPU, GPU, TPU, NPU, DPU, and QPU, arguing that 'computation' is not a single thing. He details how CPUs handle unpredic…
Nvidia launched the RTX Spark Arm-based superchip at Computex Taipei, targeting high-end laptops priced between $3,000 and $4,000 and capable of running 120-billion-parameter large language models locally with a 1-millio…
Meta launched Meta Compute on 1 July 2026 to sell surplus AI training and inference capacity, backed by its custom MTIA chips and a planned 2026 capital expenditure of $125 billion to $145 billion, including the $50 bill…
ChangXin Memory Technologies (CXMT) announced on August 29, 2026 that it has begun mass production of LPDDR6 memory, the first commercial deployment of the standard, beating Samsung and SK Hynix. The first customer is Xi…
OpenAI and Broadcom co-developed Jalapeño, a custom inference ASIC that OpenAI claims beats NVIDIA's Blackwell on latency and performance per watt in early benchmarks. The chip, slated for deployment by end of 2026, is p…
Nvidia is winning the AI war by selling entire ecosystems rather than just chips, leveraging CUDA software gravity, TensorRT, NeMo, and Mellanox-owned InfiniBand networking to lock developers into its stack, according to…
NVIDIA announced the Jetson Orin Nano 2, an entry-level edge AI board with new Ampere silicon that delivers a 2x increase in AI performance or similar performance at 40% less power, with 78 TOPS of INT8 sparse tensor per…
XCENA and Samsung Electronics demonstrated MX1, a CXL memory expansion card with 3,072 RISC-V cores and up to 2TB of DDR5, at Hot Chips 2026 on August 25, targeting production in late 2026. The card, built on Samsung's 4…
Lam Research has begun construction on a new R&D center in Oregon to develop advanced processes for high-bandwidth memory (HBM) and other AI-specific chip components, aiming to speed up supply for Samsung Electronics and…
SK hynix plans to start mass production of advanced packaging at its new US plant in Indiana by 2029, marking its first advanced packaging site in the US. The facility aims to support the local AI ecosystem and reinforce…
XCENA and Samsung have developed the MX1, a CXL memory expansion device that hosts up to 2 TB of DDR5 memory, supports SSD storage, and includes 3,072 RISC-V cores for data-parallel compute, targeting AI workloads. The d…
A hardware developer is designing an open-source, budget 4x V100 SXM2 NVLink backplane, weighing passive PCIe versus a PEX8749 switch, and has sourced technical references from Benchoff Design's reverse-engineering of th…
OpenAI's rumored custom inference chip, codenamed 'Jalapeño,' could deliver up to 10x the tokens per watt compared to general-purpose GPUs, addressing the massive efficiency gap in AI inference. The chip would feature op…
China's top memory chipmaker ChangXin Memory Technologies (CXMT) sued the Pentagon on Friday (Aug 28) over its designation as a Chinese military company, seeking to overturn the listing that triggers government contracti…
OpenAI unveiled benchmark results for its Jalapeño inference chip at Hot Chips 2026, claiming 1.7x to 3.6x lower end-to-end latency and 1.5x to 1.9x better work per watt than Nvidia's GB300 at half the power draw (700W v…
OpenAI's new inference chip, codenamed Jalapeño, eliminates the L2 cache and adds a superscalar scheduling core to address flaws in Nvidia's Blackwell microarchitecture, according to an analysis by Zartbot, a pseudonymou…
Nvidia is winning the AI race by focusing on data center interconnect and networking technologies rather than just raw chip performance, according to an analysis. The company's NVLink, Mellanox-based InfiniBand and Ether…